BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 B header image

BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 B

Fund

ISIN CH0366023825 / Valor 36602382

NAV (2025-11-14)
CHF 120.56-0.57%

BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 B
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BEKB Strategiefonds Nachhaltig CH 40 is a sustainable investment fund focused on the Swiss market, aiming to deliver regular income and long-term growth. Its portfolio is diversified with 29% to 57% allocated to bonds and other debt securities, and 30% to 50% invested in shares, equity securities, and other approved assets. The fund ensures that at least 80% of its investments are within the BEKB sustainability universe, prioritizing environmentally and socially responsible companies. Additionally, it may use derivatives to help achieve its investment goals.

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Tags:
sustainability switzerland spi

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OTHER SHARE CLASSES OF THIS FUND

BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 A
BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 A BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 A Valor: 36602380
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Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 118.32
BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 Vorsorge B
BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 Vorsorge B BEKB Strategiefonds - BEKB Strategiefonds Nachhaltig Schweiz 40 Vorsorge B Valor: 36602381
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Annual Return

-50%0%+50%

Risk level

110
-0.58%CHF 121.79